ten client service issues for estate planning | listicle
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how to scope before you price
it’s a learning process that benefits both you and the client.
by jody padar
radical pricing – by the radical cpa
accurate pricing relies heavily on thorough scoping to measure the engagement, and good scoping defines the deliverables, sets the client’s expectations and calculates the labor it will take to get the job done.
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with that said, here’s how your scoping process helps you determine the ultimate price:
jeff joireman: how csr drives consumer behavior | know-how korner
beyond its ethical implications, csr can bring tangible financial gains, including increased sales and market share.
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know-how korner
with donny shimamoto
center for accounting transformation
corporate social responsibility has become more than just a buzzword; it’s a critical component of modern business strategy.
more: donny shimamoto
in the latest episode of know-how korner, donny shimamoto hosts jeff joireman, a distinguished professor of marketing at washington state university, who shares his extensive research on csr and its profound impact on consumer behavior. read more →
what rich accountants do
make these three things second nature.
by martin bissett
business development on a budget
new in-flight earbud adapter ideal for travelers
now you can enjoy your peace and quiet … and your in-flight movie.
by rick richardson
technology this week
noise-canceling earphones, such as the airpods pro, are excellent for blocking outside noise when you’re traveling, but there’s a catch: they don’t interface with airplane in-flight entertainment systems.
more: technology this week with rick richardson
fortunately, bluetooth transmitters like the twelve south airfly duo take care of it for you. you can get one at best buy and amazon for about $45, which may even be on sale. read more →
kelly mann: be the bull in the china shop | the disruptors
stop following saly. think about what you are trying to accomplish. plus 17 key takeaways.
this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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the disruptors
with liz farr
kelly mann wants firms to stop relying on saly – same as last year – for everything: “everything is same as last year, the way we give bonuses to people, the way we split partner compensation, the way we monitor hours, the way we prepare a work paper, the way we plan an audit,” she says.
more podcasts and videos: alicia katz pollock: create a human-centric business | nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial | caleb jenkins: firm growth requires owners to shift roles | chris hervochon: be the leader you want to work for | ira rosenbloom: don’t merge for the money | adam lean: get out of the accountant’s trap
when she started in audit, mann was told to “try not to be such a bull in a china shop.” she saw many opportunities for improvement by departing from saly, but leadership told her, “don’t have crazy ideas, don’t mix everything up, because change is hard and change disrupts.”
give advice while remaining independent
find the magic 20 percent that could create clients for life.
by alan anderson, cpa
transforming audit for the future
the pillars of our ethics are objectivity and integrity, and our profession has chosen independence to measure our objectivity as cpas. we can still offer advice and insight to our clients and remain objective. we cannot, however, act in the capacity of management. our clients must decide which ideas to use and implement them.
more: stop mixing up your v’s and losing your best people | empower your team by dumping c and d clients | eleven types of audit clients and which to fire | don’t take on audits in an industry you don’t understand | how ‘business expert cpas’ get their own business wrong | exceptional audit client service demands effective communication | five ways to prevent audit bottlenecks | how do we drive relevance in audit? | lack of relevance drives audit commoditization | four basic understandings every auditor must master
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the tricky part comes when something we recommend fails. for example, let’s say a client asks for software advice, and they choose one of the three options we suggest. but that package isn’t working. now, can we be objective enough to admit that the advice we gave them and they paid for was wrong? do we have the integrity to tell the client they must write off the cost of that capitalized software? can we be objective enough to face the possible negative consequences and not just protect ourselves?
don’t blame the client for your location
charge for travel time and expenses at the risk of alienating clients.
by ed mendlowitz
202 questions and answers: managing an accounting practice
question: my practice is in central new jersey and i have a client about 2-1/2 hours away in pennsylvania. the mileage and tolls cost us $200 each month. can i bill for this?
more: realign partners with monthly meetings | i’m 76. should i slow down? how? | ask for what you’re worth | two options for collecting past due fees | when board service gets tricky | eleven ways new staffers can help bring in business | busy season is over, so it’s time for some resolutions | want to merge? six steps to take | how to start providing family office services | every accounting firm needs quality control | no one listens to you? change how you talk | 47 types of business valuation to provide
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answer: are you crazy? you will lose the client. you would be “penalizing” the client for you not being local to their business.
korby boswell: what managing partners need to hear | capstone conversations
capstone conversations
informal and informative discussions with leading growth strategists from the nation’s most dynamic cpa firms.
[preview] the complete video episode, including commentary, analysis, notes, takeaways, additional background information, and transcript, is available first to 卡塔尔世界杯常规比赛时间 research pro members. | go pro here.
stream, listen, download, and subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere:
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with jean caragher
for 卡塔尔世界杯常规比赛时间
the essence of successful accounting firm marketing lies in effective project management, smart content marketing, and, above all, producing solid sales leads, according to korby boswell, adams brown senior marketing and growth manager.
more capstone conversations here | follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher every friday with gear up for growth here |
in this episode of capstone conversations with jean caragher, boswell delivers three pieces of advice for cpa firm managing partners.
partner comp earnings gap: what’s the right spread?
how do you get it right at your firm?
by kristen rampe
partner comp: art & science
there are many reasons for a sizeable spread in partner income at a cpa firm. for example, at a firm with both a founder nearing retirement and a first-year partner, the spread would be wide. some firms are the opposite, with two to four founding partners agreeing to share all profits equally. there is no spread there.
more on partners: thirteen traits of partners you’ll want to keep | six rules for keeping partners happy and productive | five keys in compensating new managing partners | top 20 tough choices for the partner comp committee | voting on ownership basis? three better methods | what partners do and don’t deserve | tell potentials what partnership takes | five steps to transition to partnership
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for most multipartner and multigeneration accounting firms, the situation gets more complicated. you’ll have some high performers and some who are on cruise control. you’ll have ones contributing notably more dollars to the bottom line and more to future leaders’ development.
but what about two partners who contribute relatively the same? should their income allocation be similar? how similar?
read more →
main street accountants see turbulence ahead for small business
the avalara accountants confidence report points to difficulties.
via avalara
nearly 50 percent of accountants surveyed believe the outlook for over 80,000 small business clients they represent will turn sour over the next 1
2 to 18 months, according to a new 卡塔尔世界杯常规比赛时间 study conducted with avalara, the sales tax automation provider.
full report: download (pdf)
fielded during the 2024 tax season, the survey shows accounting professionals flashing warning signs around key business issues, leading with clients’ abilities to hire and retain employees, manage costs and price increases, and keep up with technology changes ushered in by artificial intelligence. read more →
measuring marketing success: the 10 kpis
they can be used in ways you might not have considered.
by august j. aquila
price it right: how to value accounting services
marketing key performance indicators (kpis) are measurable values that help marketers track and analyze the success of their marketing campaigns. the firm and its marketing department must jointly determine which of the kpis are important and will be tracked.
more: seven reasons marketing can make your firm a great place to work | seven ways that marketing helps you retain clients | is pricing a marketing function? | develop your personal marketing plan in ten steps | five ways to make partners fall in love with marketing | analyze your firm to keep it current | what makes a great website? | losing can help you win more | three more strategies for growing your practice | four strategies for building your practice | eight areas to cover for personal goals | understand the 10 steps of the buying process
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i’m going to briefly discuss 10 key performance indicators so that you can put a dollar amount on the effectiveness of your marketing strategies and campaigns as well as track the firm’s overall marketing performance.
read more →
best people practices for small firms with kristin murray & jennifer wilson | gear up for growth
kristin murray and jennifer wilson reveal strategies for growth, culture, and staff retention.
[preview] the complete video episode, including commentary, analysis, notes, takeaways, additional background information, and transcript, is exclusively first available to 卡塔尔世界杯常规比赛时间 research pro members first. | go pro here.
stream, listen, download, and subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere:
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间
“probably no surprise, the greatest challenge to growth in this industry is attracting and retaining talent,” says kristin murray, managing partner of weinstein spira. “without that, there is no growth, and given the landscape of our industry right now, that’s everybody’s biggest challenge. if it’s not, i’d be amazed.”
gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here.| more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more the 卡塔尔世界杯常规比赛时间 broadcast channel
“kristin was the person in her firm who stuck her neck out and took the risk back when she was a tax partner leading the hr and culture initiatives for the firm,” says jennifer wilson, partner and co-founder of convergence coaching.
murray and wilson reveal their strategies for firm growth, firm culture, and staff retention on gear up for growth, hosted by jean caragher, president of capstone marketing, and powered by 卡塔尔世界杯常规比赛时间.